Mackenzie Engineering Employees 401(K) Profit Sharing Plan — Form 5500 plan (Mackenzie Engineering, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mackenzie Engineering Employees 401(K) Profit Sharing Plan is a benefit plan reported by Mackenzie Engineering, Inc. under EIN 93-0573937 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $57,714,283 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mackenzie Engineering, Inc.
EIN
93-0573937
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
344
End-of-year plan assets
$57,714,283

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023344H, C20241014181802NAL0026926033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,714,283
Total liabilities (EOY)
$0
Net assets (EOY)
$57,714,283
Net assets (BOY)
$47,618,206

Income & contributions

Employer contributions
$3,081,097
Participant contributions
$1,355,296
Total contributions
$4,716,362
Total income / additions
$12,919,059

Expenses & distributions

Benefits paid
$2,726,731
Administrative expenses
$85,792
Total expenses
$2,822,982
Net increase / (decrease)
$10,096,077

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$44,292$02023
Geffen Mesher & Company P CCONSULTANT$20,500not reported in the loaded dataset2023
Multnomah GroupCONSULTANT$19,000not reported in the loaded dataset2023

Related Form 5500 pages